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William John Maguire

Flagstar Advisors

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About William John Maguire

William Maguire is a financial advisor with over 30 years of experience in the industry. William is currently registered with Flagstar Advisors in New York, NY. William has previously worked with firms such as INFINEX INVESTMENTS, INC., CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, and CITICORP FINANCIAL SERVICES, INC. William is also a registered Principal with Series 24, Series 4, and Series 53 licenses. William holds the Series 63 and Series 65 licenses. William specializes in providing financial advice to high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing plans. William provides services including portfolio management, selection of other advisors, and pension consulting.

Firm Information

William Maguire is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Maguire’s Registration & Firm History

NY

02/08/2007 - Present

Flagstar Advisors (New York NY)

NY

02/07/2006 - 01/23/2007

INFINEX INVESTMENTS, INC. (NEW YORK NY)

NY

07/06/2001 - 06/24/2003

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

CA

11/11/2002 - 02/05/2003

CAL FED INVESTMENTS (SACRAMENTO CA)

NY

06/01/1992 - 01/25/2001

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

NA

09/25/1990 - 06/01/1992

CITICORP FINANCIAL SERVICES,INC.

NA

07/17/1990 - 10/03/1990

LANDMARK BROKERAGE SERVICES, INC.

NA

03/20/1990 - 04/30/1990

J. W. GANT & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 04/08/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for William John Maguire. Review regulatory record here.
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